Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 29, 2026SubstackWinter GemsDBO.TO D-Box Technologies Inc. EntertainmentHaptic Technology Bull Toronto Stock Exchangecash flow, cinema theaters, D-Box Technologies, haptic technology, new management, North American box office, operating income, royalties, screen expansion, Share Buyback
Mar 29, 2026SubstackWonderstcksNU Nubank Financial ServicesFintech Bull New York Stock ExchangeAI integration, Customer Acquisition, digital banking, Fintech, global expansion, high-margin returns, operational efficiency, risk management, super-app ecosystem, US market entry
Mar 29, 2026SubstackAltay Cap4124.T Osaka Yuka Industry ChemicalsPrecision Distillation / Purification Services Bull Tokyo Stock Exchangeactivist investor, Daiseki, Japanese market, Mitsutoki Shigeta, Nanocap, Osaka Yuka Industry, precision distillation, Special situations, strategic value, takeover bid
Mar 29, 2026SubstackAlmost MongolianZOMD:CA Zoomd Technologies Ltd. TechnologyDigital Advertising Bull Toronto Stock Exchangeclient concentration risk, Client Retention, digital advertising, E2 partnership, geopolitical risks, Revenue Growth, user acquisition, valuation, World Cup, Zoomd Technologies
Mar 28, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock MarketElon Musk, financial challenges, investment shift, market cap, Nasdaq inclusion, retail allocation, Retail Investors, SpaceX IPO, Stock performance, Tesla stock pressure
Mar 28, 2026SubstackRijnberk Invest InsightsSPGI S&P Global Inc. Financial ServicesFinancial Data & Stock Exchanges Bull New York Stock ExchangeAI disruption, capital-light model, commodity pricing, credit ratings, financial data, Free Cash Flow, indices, market intelligence, passive investing, S&P Global
Mar 28, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI strategy, Alibaba, Chinese tech, Cloud computing, commerce data, e-commerce, long-term growth, market sentiment, regulatory environment, user base
Mar 27, 2026SubstackMonopolistic InvestorANET Arista Networks TechnologyNetworking Equipment Bear New York Stock ExchangeAI clusters, Arista Networks, competitive landscape, financial health, growth expectations, insider activity, network switches, Pricing power, revenue concentration, Service revenue
Mar 25, 2026Fund LettersTIFFSAP SAP SE Software - ApplicationSystems Software Bull New York Stock ExchangeAI integration, contrarian, Enterprise software, ERP software, SaaS, Software, technology, Value
Mar 25, 2026SubstackUzo CapitalLODE Comstock Inc Renewable EnergySolar Panel Recycling Bull New York Stock Exchangebiofuel spin-off, competitive moat, Comstock Inc., expansion, Green Li-on, high-ROIC, mining pivot, renewable energy, solar panel recycling, Sustainability
Mar 25, 2026SubstackStock PursuitELVA Electrovaya Lithium-ion Battery IndustryLithium-ion Battery Industry Bull -autonomous robotics, ceramic separator technology, data centers, electrification trend, Electrovaya, high-margin sectors, lithium-ion batteries, market growth, positive cash flow, solid-state battery
Mar 24, 2026SubstackToff Cap Monday MonitorDHER.DE Delivery Hero Consumer ServicesInternet & Direct Marketing Retail Bull Frankfurt Stock Exchangeasset sales, Delivery Hero, financial performance, Foodpanda, operational efficiency, share price appreciation, shareholder pressure, strategic review, Taiwan, value creation
Mar 24, 2026SubstackToff Cap Monday MonitorFMC FMC Corporation ChemicalsAgricultural Chemicals Neutral New York Stock Exchangeasset divestitures, debt reduction, financial stability, FMC Corporation, innovation, market challenges, new active ingredients, post-patent decline, strategic review, value creation
Mar 24, 2026SubstackToff Cap Monday MonitorFEC.TO Fronterra Energy EnergyOil & Gas Exploration & Production Bull Toronto Stock Exchangecapital return, cash flow generation, Colombian infrastructure, divestment, exploration and production, Fronterra Energy, operational efficiency, Parex, shareholder value, strategic separation
Mar 24, 2026SubstackToff Cap Monday MonitorNVRI Enviri Environmental ServicesWaste Management Bull New York Stock ExchangeAsset Sale, Clean Earth business, Enviri, financial performance, market valuation, New Enviri, spin-off, strategic alternatives, sum-of-the-parts value, Veolia
Mar 23, 2026SubstackEveryone Hates PoetryASRT Assertio Holdings, Inc. PharmaceuticalsSpecialty Pharmaceuticals Bull NASDAQ Stock MarketAssertio Holdings, EBITDA, Free Cash Flow, Ip Protection, legal challenges, M&A strategy, Management Change, Oncology, pharmaceuticals, Rolvedon
Mar 23, 2026SubstackDB SilverfoxFOI-B.ST Fenix Outdoor International AG Consumer GoodsOutdoor Apparel and Equipment Bull Nasdaq StockholmEuropean retail chains, Fenix Outdoor, governance structure, leadership transition, Merino wool, Nordin family, outdoor heritage brands, post-COVID demand normalization, premium outdoor apparel, Sustainability
Mar 23, 2026SubstackTriples InvestingSATS EchoStar TelecommunicationsSatellite Communication Bull -buybacks, dividends, EchoStar, holding company, IPO, net cash, SpaceX, Spectrum monetization, valuation discount
Mar 23, 2026SubstackTriples InvestingTIPT Tiptree Financial ServicesSpecialty Finance Bull -asset sales, Book Value, capital allocation, discount, execution risk, financial engineering, management track record, Regulatory risk, Tiptree
Mar 23, 2026SubstackEveryone Hates PoetryASRT Assertio Holdings, Inc. PharmaceuticalsBiotechnology Bull NASDAQ Stock MarketAcquisitions, Assertio, EBITDA growth, Intellectual Property, legal resolution, Management Change, market undervaluation, Oncology, pharmaceuticals, Rolvedon

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